VIDEO PD
Meet Customer Onboarding & Servicing Needs with Video PD
Engage in personalized, video-based discussions with customers. Enhance security, streamline discussions, and cut costs with 50+ configurations and multi-platform access.
Benefits with Video PD
Dynamic Customer Allocation & Routing
Assign the right agent to the customer ensuring minimal wait time and accordingly, indicate queue position.
Verification & Fraud Mitigation
Authenticate customer identity, documents, and IP/geographic origination to ensure the intended individual joins the call and streamline verification.
Personalized Discussion
Tailor one-on-one conversations to meet the specific needs and preferences of the participants to create a more engaging and relevant communication experience.
Cutting-Edge Features that Win Big
Real-Time Media Capture
Instantaneous recording or acquisition of audio, video, or images as they occur.
Accurate Geo-Tagging
Precise identification and embedding of geographic coordinates to media files for location tracking.
Image and Video Vapture
Process of capturing still images or moving video footage using a device such as a camera or smartphone.
Real-Time Face Match
Automated, instantaneous comparison of faces against a verified image or POI of the customer, typically for identification or authentication purposes.
On-Demand Document Verification
Using the uploaded proof of identity/address, an agent can review the OCR-fetched data and then cross-check with issuing authorities.
Meaningful Customer Interactions
Configurable questionnaire and document list ensures a meaningful remote interaction with customers, raising satisfaction levels.
Real-Time Applications of Video PD
Personal Discussions for Loans
Account Opening
Customer Support
NRI/NRE Onboarding
Remote Training for Agents
Review Calls and Exit Interviews
Insurance Claims Service
Pre-Issuance Verification
Ensure consent on proposal before policy issuance
Life Certificate Issuance
Acquire proof of life to eliminate visit to branch
How VideoPD Works?
Schedule Meeting
Bank/NBFC agent schedules a meeting with the customer.
Receive Invitation
Customer initiates a discussion using the unique link received on the email or SMS.
Join Discussion
Agent reviews the customer’s location & face match score of the live image with the pre-verified image
Verify Location
Agent requests for information & documents basis the pre-defined template
Finalise Status
Agent finalises the status for the customer.
The Possibilities of VideoPD
Banking and Financial Services Fintech Insurance Video PD
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Perfios
- 2 August 2023
What Our Users Say?
Mr. John David Yap
Segment Head, Business Banking Segment
Security Bank Corporation
Mr. Rahul Bhargava
Ex - Chief Product and Technology Officer
Incred Financial Services
Mr. Abhijit Ghosh
Ex - CEO and Executive Director
UGRO Capital
Conduct Remote Discussions and Verifications with Absolute Ease.
The easiest integration decision you'll ever make.
Conduct Remote Discussions and Verifications with Absolute Ease.
